AlphaCore Capital’s Palomar PLMR Stock Holding History

AlphaCore Capital’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,526	Closed	-$206K	–	1437
2025 Q4	$206K	Buy	+1,526	New	+$186K	﹤0.01%	981
2025 Q3	–	Sell	-1,681	Closed	-$259K	–	1116
2025 Q2	$259K	Buy	+1,681	New	+$260K	0.01%	516
2022 Q2	–	Sell	-3,326	Closed	-$213K	–	166
2022 Q1	$213K	Hold	3,326	–	–	0.08%	71
2021 Q4	$215K	Hold	3,326	–	–	0.09%	50
2021 Q3	$269K	Hold	3,326	–	–	0.14%	44
2021 Q2	$251K	Buy	+3,326	New	+$240K	0.13%	36
2020 Q3	–	Sell	-326	Closed	-$28K	–	70
2020 Q2	$28K	Sell	326 -7,500	-96%	-$498K	0.03%	52
2020 Q1	$455K	Sell	7,826 -3,000	-28%	-$157K	0.36%	28
2019 Q4	$547K	Buy	+10,826	New	+$507K	0.33%	34

Other funds holding PLMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return